Click New Bid.

Click Find Project.

Choose Master Project in the Bid Category drop-down

Click a green arrow on the project in the Master Project results.

Information from the TA Project module populates on the associated Project fields on the Bid record.

Click Save, then Next.

Complete the Cost Items tab using the Cost Items tab procedure and perform the following to add and edit existing line items:

1. Click Add Cost Items.

2. Check the box on the cost item(s) row to add, then click Save.

The cost item(s) display on the Cost Items pane.

3. Click Save and Next.

Select the bid.

Click the Comparison tab.

Note: A badge count displays the number of responses is available to compare.

View the responses and compare with the budget.

Click Customize then choose an over/under percentage in the Cost Items Over/Under Budget drop-down for the selected columns.

Review the cost line items and click the green star on the vendor’s name.

Note: For a Master Project Bid, the Bid Manager can either assign Projects specifically to multiple Responders or they can assign all Projects to a single Responder.

Select the project(s) to award and enter a discount percentage in the Discount Percentage field.

The awarded bid displays with any discount applied.

Optional: Award multiple vendors as follows:

1. Click award button on first vendor name.

2. Check the box(es) on the project(s) to assign and enter a Discount Percentage, as applicable.

3. Click award button on next vendor name.

4. Assign projects and Discount Percentage, as applicable.

The changes are auto-saved and display in the Comparison report.

Click Award Master Project.

Add comments in the Award Justification pop-up, then click Award.

Vendors are notified via email and the purchase order, with any discounts generates in the system.

Navigate to the Function Dashboard, then click Projects.

1. Type a name in the Project Name field.

2. Click Search.

3. Click the magnifying glass on the project row.

Click the Costs tab then select the Purchase Orders sub tab and view the discounted Purchase Order amount details. Example: Blue Whale Suppliers was awarded the project with a 1 percent discount.

Click the magnifying glass on the purchase order row to view details.

Navigate to the Function Dashboard, then click Projects.

Click Active Bids tile.

Click the bid in the Active Bids pane.

The Active bid displays. The following sections refer to the open active bid page.

Click Change Dates in the Summary tab.

Complete the following, as applicable, then click Submit.

• Intent to Bid Date – Date vendor must respond if they intend to bid

• Expiration Date – Date the bidding closes

• Q&A End Date – Last day to submit questions and answers (vendor and requestor, respectively)

• Type a reason for the changes in the appropriate fields.

The new dates display on the Summary tab.

Scroll to the Project Roles pane in the Summary tab, then click Change Project Roles.

Click the magnifying glass on the Bid Manager, Project Manager, Architect, or Design Manager fields and choose new roles, as applicable.

Click Submit.

The new roles display.

Click the Q&A/RFI tab.

Perform the following:

1. Answer the question in the Answer pane (required)

2. Upload a supporting document, as applicable.

   Note: Project Managers can delete only those documents they uploaded.

3. Download a submitted document, as applicable.

4. Click Submit.

   

Click the Clarifications tab.

Click + Add in the Clarifications pane.

Complete the clarification page as follows:

1. Enter a description in the Description pane.

2. Enter clarfication comments in the Clarification pane.

3. Expand a file folder in the Attachment Tree pane and add documents/images as applicable.

4. Click Submit.

   

   The response displays and the vendor(s) receive an auto-generated email.

   

Click the Vendors tab, then click Find Certified Vendors.

Check the box on the vendor row and click Save.

Click Solicit Bid for New Vendors.

The new vendor is sent an auto-generated email.

Click the active bid with the status Solicited.

Click Close Bid Early.

The bid status is refreshed and is changed to Closed. The vendor is sent an auto-generated email.

Navigate to the Project Manager page, then click Closed Bids.

Click the bid to re-open.

Click the Comparison tab then Reopen Responses.

Check the box next on the vendor(s) name then click Save.

Choose new expiration and Q&A end dates, type a reopen reason in the field, then click Submit.

The vendor(s) receive an auto-generated email.

Navigate to the Project Manager page, then click Closed Bids.

Click to open the bid.

Click the Comparison tab.

Review the bids against the budgeted line items.

Click Customize then choose an over/under percentage in the Cost Items Over/Under Budget drop-down for the selected columns.

Click the green star next to the awardee name.

Type the award message, then click Award. The vendor receives an auto-generated email.

Click the Comparison tab on the closed bid, then click the checkbox Split Award.

Check the box next to the selected vendors, then click the green split star.

Type the award message, then click Award.

The vendors receive an auto-generated email.

Navigate to the Project Manager page, then click Active Bids.

Click Cancel on the Summary tab.

Click Ok, Proceed on the pop-up message.

The bid status is set to Cancelled and the vendor(s) receive and auto-generated email.

Navigate to the Project Manager page, then click Closed Bids.

Open the bid, then click Cancel in the Summary tab.

Click Ok, Proceed on the pop-up.

The bid status is set to Cancelled and the vendor(s) receive an auto-generated email.

Navigate to the Architect page, then click Active Bids.

Click the Q&A/RFI tab, then click to open the question.

Type a response in the Answer field, upload documents or download responder documents, as applicable, then click Submit.

Click the Clarification tab then click + Add.

Type a Description and Clarification in the respective fields, choose documents or images from the Attachment Tree pane, as applicable, then click Submit.

The response displays in the Clarifications pane.

Click the Q&A/RFI tab.

Perform the following:

1. Answer the question in the Answer pane (required)

2. Upload a supporting document, as applicable.

   Note: Project Managers can delete only those documents they uploaded.

3. Download a submitted document, as applicable.

4. Click Submit.

   

Click the Clarifications tab.

Click + Add in the Clarifications pane.

Complete the clarification page as follows:

1. Enter a description in the Description pane.

2. Enter clarfication comments in the Clarification pane.

3. Expand a file folder in the Attachment Tree pane and add documents/images as applicable.

4. Click Submit.

   

   The response displays and the vendor(s) receive an auto-generated email.